CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Sells

1 +$3.84M
2 +$3.29M
3 +$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ET icon
251
Energy Transfer Partners
ET
$57B
$10.6K ﹤0.01%
617
+11
GIS icon
252
General Mills
GIS
$24.5B
$10.3K ﹤0.01%
204
IMCG icon
253
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.1B
$10K ﹤0.01%
121
MEDP icon
254
Medpace
MEDP
$16.4B
$9.77K ﹤0.01%
+19
BG icon
255
Bunge Global
BG
$18.6B
$9.75K ﹤0.01%
120
HYT icon
256
BlackRock Corporate High Yield Fund
HYT
$1.51B
$9.72K ﹤0.01%
1,023
TFC icon
257
Truist Financial
TFC
$59.5B
$9.6K ﹤0.01%
+210
ONON icon
258
On Holding
ONON
$14.9B
$9.36K ﹤0.01%
221
GPC icon
259
Genuine Parts
GPC
$17.9B
$9.29K ﹤0.01%
+67
DUK icon
260
Duke Energy
DUK
$93.1B
$9.28K ﹤0.01%
+75
JCI icon
261
Johnson Controls International
JCI
$70.5B
$9.24K ﹤0.01%
+84
QUBT icon
262
Quantum Computing Inc
QUBT
$2.47B
$9.21K ﹤0.01%
500
IHI icon
263
iShares US Medical Devices ETF
IHI
$4.26B
$9.06K ﹤0.01%
151
SPEU icon
264
SPDR Portfolio Europe ETF
SPEU
$717M
$9.02K ﹤0.01%
181
ADM icon
265
Archer Daniels Midland
ADM
$29B
$8.96K ﹤0.01%
150
DOC icon
266
Healthpeak Properties
DOC
$12.5B
$8.92K ﹤0.01%
+466
CGNX icon
267
Cognex
CGNX
$6.4B
$8.83K ﹤0.01%
+195
SCHV icon
268
Schwab US Large-Cap Value ETF
SCHV
$14B
$8.7K ﹤0.01%
299
ACMR icon
269
ACM Research
ACMR
$2.13B
$8.61K ﹤0.01%
220
QCOM icon
270
Qualcomm
QCOM
$183B
$8.48K ﹤0.01%
+51
SHOO icon
271
Steven Madden
SHOO
$3.03B
$8.47K ﹤0.01%
+253
LASR icon
272
nLIGHT
LASR
$1.71B
$8.36K ﹤0.01%
282
AMBA icon
273
Ambarella
AMBA
$3.03B
$8.25K ﹤0.01%
+100
B
274
Barrick Mining
B
$69.2B
$8.19K ﹤0.01%
250
-30
LEVI icon
275
Levi Strauss
LEVI
$8.63B
$8.15K ﹤0.01%
350